Quant Focused Fund vs Tata Focused Equity Fund compare

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Tata Focused Fund-Regular Plan-Growth

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Quant Focused Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Fund	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹1796 Cr	₹1064 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	05 Dec 2019	29 Aug 2008
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	32.33%	%
Expense Ratio	2.04	2.18
Manager	Kapil Malhotra	Sanjeev Sharma
ISIN Code	INF277K010Y2	INF966L01374
Exits Load	Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
1 Month	3.91%	3.26%
6 Month	-2.3%	0.69%
1 Year	-0.25%	-3.99%
3 Year	19.93%	20.8%
5 Year	22.23%	23.74%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
6 Month	7.96%	8.86%
1 Year	5.2%	4.8%
3 Year	15.45%	14.68%
5 Year	16.34%	16.9%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
1 Year	20.84%	14.3%
3 Year	18.86%	17.06%
5 Year	19.02%	15.84%

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Standard Deviation	14.17%	15.933%
Sharp	0.72%	0.641%
Beta	0.94%	1.052%
Alpha	-0.41%	1.751%

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Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Name	Kapil Malhotra	Sanjeev Sharma
Total AUM	₹18472 Cr	₹39731 Cr
Funds Managed	7	22
	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Others	8.09	21.56
Large Cap	58.66	70.25
Small Cap	17.77	4.23
Mid Cap	15.48	3.96

Scheme Name	Tata Focused Fund-Regular Plan-Growth	Quant Focused Fund-Growth
Others	8.09	21.56
Energy	4.4	16.45
Technology	14.36	3.12
Consumer Cyclical	11.58	3.41
Industrials	7.74	8.27
Consumer Defensive	1.83	-
Financial Services	28.45	19.21
Healthcare	12.69	5.59
Basic Materials	2.2	10.27
Real Estate	1.93	6.93
Utilities	6.75	5.19